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Helpdesk

Overview

Where conversations go when the chatbot should not finish them alone.

Your chatbot answers what it can. Helpdesk is where everything else lands — one queue holding the conversations a person needs to see, with the whole transcript already attached.

Open it from the Helpdesk tab in the header, next to Chatbots.

Standard plan or above

Helpdesk — the ticket queue, live hand-off, and third-party ticket actions — requires the Standard plan or above. On Free and Starter the tab is visible but locked. See Plans & billing.

How a conversation gets here

Three routes, and you control the first one:

  • The assistant hands it over. The Talk to a person action fires when a visitor asks for a human, when the assistant has failed repeatedly, or when it detects frustration. If a teammate is available they can answer live; if nobody claims it inside the claim window, it becomes a ticket.
  • A channel opens one directly. Every inbound email becomes a ticket, and every phone call opens one with the number to ring back.
  • A visitor submits the ticket form. When nobody is marked available, the widget offers a form instead of a live chat.

Whichever route it took, the ticket carries the conversation that preceded it. Nobody re-reads a chat log to work out what happened, and the customer does not explain twice.

What a ticket holds

  • The customer — their name or address where the channel supplies one, and Unknown where it does not.
  • The channel it arrived on: website chat, help page, email, phone, or the API.
  • The chatbot it came from, so a workspace running several can tell them apart.
  • An AI-written summary of what the conversation is about.
  • The full timeline — every message, from the assistant and from your team.
  • Status and assignee.

Where to go next

On this page